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MBLY

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
276
MTM Investment Management
South Carolina
$1.04K – – –
FC
277
Financial Consulate
Maryland
$1.04K +$1.25K +100 New
PWMG
278
Private Wealth Management Group
New Jersey
$909 – – –
GSWM
279
Golden State Wealth Management
California
$867 – – –
VCM
280
Versant Capital Management
Arizona
$616 -$8.72K -698 -92%
IAIM
281
International Assets Investment Management
Florida
$522 +$624 +50 New
CFO
282
CVA Family Office
Colorado
$449 +$537 +43 New
AA
283
Ancora Advisors
Ohio
$418 +$500 +40 New
BBHC
284
Brown Brothers Harriman & Co
New York
$386 -$39.3K -3,145 -99%
QWM
285
Quaker Wealth Management
New Jersey
$293 – – –
CIAM
286
Caitong International Asset Management
Hong Kong
$261 -$5.02K -402 -94%
WA
287
WPG Advisers
Maryland
$240 – – –
EWA
288
EverSource Wealth Advisors
Alabama
$240 +$62 +5 +28%
FFO
289
Fortitude Family Office
Arizona
$209 -$12 -1 -5%
WA
290
Whipplewood Advisors
Colorado
$136 +$162 +13 New
EP
291
Essential Partners
California
$115 +$137 +11 New
AAP
292
Arax Advisory Partners
Colorado
$94 -$924 -74 -89%
WA
293
Westfuller Advisors
New York
$52 -$1.09K -87 -95%
BHWM
294
Bay Harbor Wealth Management
Maryland
$41 +$37 +3 +300%
DPW
295
DiNuzzo Private Wealth
Pennsylvania
$32 -$62 -5 -63%
HIA
296
HFM Investment Advisors
New Jersey
$32 -$12 -1 -25%
PMFA
297
Plante Moran Financial Advisors
Michigan
$21 +$25 +2 New
HNB
298
Huntington National Bank
Ohio
$10 -$9.99K -800 -100%
KFAS
299
Keating Financial Advisory Services
Kansas
$10 +$12 +1 New
SGM
300
Seven Grand Managers
New York
– -$28.2M -2,000,000 Closed
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